Your Window on Money
Our quarterly client Newsletter
Autumn 2023 Edition
Your Window on Money seeks to address topical issues that are likely to be of interest to most readers; please do not hesitate to contact us should require further information on any of the articles, or any other financial matter.
Inside this issue
- Achieving your long-term financial goals – It is important savers do not overly rely on cash savings but carry on investing.
- Crackdown on ‘finfluencers’ – Influencers generating content on #financial topics are rising in popularity on social media, having been dubbed #finfluencers.
- The FIRE investment movement – Turbo-charging chances of early retirement success by embracing FIRE principles of investing.
- Tax punishment on prudence – Taxes on savings and dividends are set to soar this fiscal year in what is being seen as a fresh attack on savers who have shown prudence and thrift.
- Protection – a financial and wellbeing safety net – It’s comforting to have the support of the right protection cover for your needs.
- Gender division extends to money matters – The division of financial responsibilities does not appear to have evolved over recent decades.
The information contained within our newsletters is for information purposes only and does not constitute financial advice.
The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated.
NEWSLETTER ARCHIVE
YOUR WINDOW ON MONEY
Summer 2023 inside this issue
Making purposeful financial decisions to combat inflation // The benefits of being a new tax year front runner // In the news // Investing myths debunked // How does age affect your life insurance // Pensions round-up // The importance and value of financial advice today // Your retirement – don’t do it a disservice …
YOUR WINDOW ON MONEY
Spring 2023 inside this issue
Rising prices add almost 20% to retirement costs // Spring Budget recap // In the news // Over 50 and re-joining the workforce? // Remember your pension // Bringing clarity to your financial decision-making // Baffled and confused? We speak your language // Review your resilience // and more…
YOUR WINDOW ON MONEY
Winter 2022/23 inside this issue
Financial fitness: Building retirement resilience // Family finances: It’s good to talk // Resolution – review and rebalance // Plan ahead to beat the tax chill // FCA issues ‘magic’ scam alert // New year prompt to check your protection // Take control to improve your wellbeing // and more…
YOUR WINDOW ON MONEY
Autumn 2022 inside this issue
Your financial wellbeing hub // Keeping investment emotions in check // Pensions round-up // Looking forward to COP27 // Retire early – repent at leisure? // Rise in protection insurance payouts // and more…
Special Issue
An Introduction to Sustainable and Ethical Investing
The last few years have seen a substantial rise in the popularity of sustainable and ethical investments, driven by an increasing desire for investors to know where their money is going and what it is being used for. However, while these funds have now become an established part of the mainstream investment landscape, many people remain confused about the terminology associated with this type of investing and are unclear how they can actually benefit from being a more conscientious investor. Here, we provide answers to those questions and help guide you through investing’s moral maze.
The information contained within our newsletters is for information purposes only and does not constitute financial advice.
The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated.